Purchases and Sales Made in Q2 2021 in Kraneshares Tr Quadratic Int R (IVOL)
This table provides information about the institutional ownership of Kraneshares Tr Quadratic Int R (IVOL) during Q2 2021. The information is specifically focused on institutions that hold shares of KRANESHARES TR QUADRATIC INT R.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 19, 2021
Q2 2021
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
61.7K+ 173.75% |
N/A
|
97.2K
$1.82M
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
58K+ 12.21% |
N/A
|
533K
$9.98M
|
|
Aug 12, 2021
Q2 2021
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
57.1K+ 17.91% |
N/A
|
376K
$7.03M
|
|
Aug 13, 2021
Q2 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
56.5K+ 33.18% |
N/A
|
227K
$4.24M
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
55.8KNew |
N/A
|
55.8K
$1.04M
|
|
Aug 16, 2021
Q2 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
53.8K+ 578.47% |
N/A
|
63.2K
$1.18M
|
|
Jul 21, 2021
Q2 2021
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
52.8K+ 99.54% |
N/A
|
106K
$1.98M
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
51.4K+ 15.48% |
N/A
|
384K
$7.18M
|
|
Jul 26, 2021
Q2 2021
|
Executive Wealth Management, LLC
|
BUY
|
- |
49.2KNew |
N/A
|
49.2K
$921K
|
|
Jul 22, 2021
Q2 2021
|
Pacific Financial Group Inc
|
BUY
|
- |
47.7K+ 662.6% |
N/A
|
54.9K
$1.03M
|
|
Aug 02, 2021
Q2 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
45.7K+ 219.13% |
N/A
|
66.6K
$1.25M
|
|
Jul 22, 2021
Q2 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
45.6KNew |
N/A
|
45.6K
$854K
|
|
Oct 20, 2021
Q2 2021
|
Trinity Financial Advisors LLC
|
BUY
|
- |
45.5K+ 22.73% |
N/A
|
245K
$4.59M
|
|
Jul 29, 2021
Q2 2021
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
44.7KNew |
N/A
|
44.7K
$837K
|
|
Aug 09, 2021
Q2 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
43.4KNew |
N/A
|
43.4K
$812K
|
|
Aug 10, 2021
Q2 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
42.7K+ 11.01% |
N/A
|
430K
$8.05M
|
|
Aug 10, 2021
Q2 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
41.4K+ 10.24% |
N/A
|
445K
$8.34M
|
|
Aug 19, 2021
Q2 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
41.3K+ 3.34% |
N/A
|
1.28M
$23.9M
|
|
Aug 13, 2021
Q2 2021
|
Old Mission Capital LLC
|
BUY
|
- |
40.9K+ 68.35% |
N/A
|
101K
$1.89M
|
|
Aug 10, 2021
Q2 2021
|
Tmd Wealth Management, LLC
|
BUY
|
- |
40K+ 5.37% |
N/A
|
786K
$14.7M
|
|
Aug 03, 2021
Q2 2021
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
38.3K+ 222.25% |
N/A
|
55.6K
$1.04M
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
38.2K+ 10.51% |
N/A
|
401K
$7.51M
|
|
Jul 20, 2021
Q2 2021
|
Emfo, LLC
|
BUY
|
- |
35.8KNew |
N/A
|
35.8K
$671K
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
33.2K+ 84.54% |
N/A
|
72.4K
$1.36M
|
|
Jul 26, 2021
Q2 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
32.5KNew |
N/A
|
32.5K
$608K
|
|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
32.4K+ 47.33% |
N/A
|
101K
$1.89M
|
|
Aug 16, 2021
Q2 2021
|
Assetmark, Inc
|
BUY
|
- |
30.7K+ 105.31% |
N/A
|
59.9K
$1.12M
|
|
Aug 04, 2021
Q2 2021
|
Hengehold Capital Management LLC
|
BUY
|
- |
30.3K+ 3.81% |
N/A
|
825K
$15.4M
|
|
Aug 06, 2021
Q2 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
28.6K+ 975.18% |
N/A
|
31.5K
$590K
|
|
Aug 03, 2021
Q2 2021
|
Omnia Family Wealth, LLC
|
BUY
|
- |
27.5K+ 8.37% |
N/A
|
356K
$6.67M
|
|
Jul 14, 2021
Q2 2021
|
Lake Street Financial LLC
|
BUY
|
- |
27K+ 37.94% |
N/A
|
98.2K
$1.84M
|
|
Aug 06, 2021
Q2 2021
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
24.8K+ 206.54% |
N/A
|
36.7K
$688K
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
23.4K+ 12.64% |
N/A
|
209K
$3.91M
|
|
Aug 16, 2021
Q2 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
23.1KNew |
N/A
|
23.1K
$432K
|
|
Jul 13, 2021
Q2 2021
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
22.6K+ 303.99% |
N/A
|
30K
$561K
|
|
Jul 01, 2021
Q2 2021
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
22.4K+ 307.14% |
N/A
|
29.7K
$555K
|
|
Jul 20, 2021
Q2 2021
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
22.1KNew |
N/A
|
22.1K
$414K
|
|
Aug 11, 2021
Q2 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22K+ 88.08% |
N/A
|
46.9K
$878K
|
|
Aug 09, 2021
Q2 2021
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
21.5K+ 166.56% |
N/A
|
34.5K
$646K
|
|
Aug 04, 2021
Q2 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
21.3KNew |
N/A
|
21.3K
$399K
|
|
Aug 02, 2021
Q2 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
21.2K+ 10.05% |
N/A
|
232K
$4.34M
|
|
Aug 10, 2021
Q2 2021
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
20.5KNew |
N/A
|
20.5K
$383K
|
|
Jul 20, 2021
Q2 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
20.4KNew |
N/A
|
20.4K
$383K
|
|
Jul 15, 2021
Q2 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
20.2KNew |
N/A
|
20.2K
$378K
|
|
Aug 12, 2021
Q2 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
20.1KNew |
N/A
|
20.1K
$376K
|
|
Jul 30, 2021
Q2 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
20K+ 25.71% |
N/A
|
97.8K
$1.83M
|
|
Jul 07, 2021
Q2 2021
|
Act Advisors, Llc.
|
BUY
|
- |
19.7K+ 4.6% |
N/A
|
449K
$8.4M
|
|
Aug 06, 2021
Q2 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
19.7K+ 716.19% |
N/A
|
22.5K
$421K
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
BUY
|
- |
19.2K+ 961.95% |
N/A
|
21.2K
$398K
|
|
Jul 21, 2021
Q2 2021
|
Patron Partners, LLC
|
BUY
|
- |
17.2KNew |
N/A
|
17.2K
$321K
|